Strategic Wealth Advisors »

iShares Lehman Aggregate Bond shares owned by Strategic Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Strategic Wealth Advisors from 13F filings

Historical chart of Strategic Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $76k 771 98.57

More positions owned by Strategic Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Strategic Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond